Estate planning is one of those tasks almost everyone means to get to, yet many only face it during a crisis. Families often describe the same moment. A parent dies, the surviving spouse and children open a cupboard or a …
Getting on top of your finances is one of the most common new year’s resolutions Australians make. But only 12% of us achieve our goal. Here’s how to be one of them. More than one in two Australians (52%) plan …
You’ve spent your entire adult life working and now it’s time to kick back and do more of the things that interest you – whether perfecting your golf handicap, travelling the world or spending time with the grandkids, retirement is …
The assets that make up your estate may include property, bank accounts, investments and superannuation. How your estate will be distributed after your death will depend on who you nominate to be beneficiaries in your Will. That is, your estate …
Providing financial support to your grandchildren can be a meaningful way to invest in their future. From practical steps to financial strategies and legal considerations, there are several ways you can help set them up for long-term security and success. …
Property investments appear to be on the wane with younger investors as house prices rise: the number of those expecting property will be their biggest investment at retirement is half that of older Australians. So is our love affair with …
Retirement can be a golden opportunity to make changes to your lifestyle and routine and boost your wellbeing in the process. Find out more about the benefits of using your extra leisure time to stay active and connected to your …
The following outlines your obligations as a trustee or director of a corporate trustee of a Self Managed Super Fund (SMSF) and what happens when they are not met. Understand your obligations All trustees of your SMSF are responsible for …
Working out how much your business is worth can be an important part of getting finance, attracting investors or selling your business. Here are some suggested steps to help you through the process. Prepare your business information You’ll need a …
Superannuation is one of the important pillars of savings in retirement for most Australians. After years of working and contributing to your super fund, retirement is when you are finally able to access it. Whether retirement is just around the …